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Financial ADVSR advisor directory · SEC adviser records

Summit Investment Advisory Services financial advisors in Roseville, MN

Every SEC-registered investment adviser representative at a Summit Investment Advisory Services office in Roseville, A to Z.

The short answer

7 registered advisors work at Summit Investment Advisory Services in Roseville, out of 7 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.

Summit Investment Advisory Services advisors in Roseville, A to Z

Every Summit Investment Advisory Services advisor →

Summit Investment Advisory Services advisors in every city and state →Summit Investment Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Roseville

All Roseville advisors →

LPL Financial LLC 9Edward Jones 7Ameriprise Financial Services, LLC 6Osaic Wealth, Inc. 4Cetera Investment Advisers LLC 3Cetera Planning Partners 3Transamerica Financial Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Summit Investment Advisory Services have in Roseville?

7 investment adviser representatives are registered at Summit Investment Advisory Services offices in Roseville, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Is Summit Investment Advisory Services one of the largest advisor employers in Roseville?

Summit Investment Advisory Services ranks number 3 in Roseville by registered advisors; LPL Financial LLC has the most, with 9.

How do I check a Summit Investment Advisory Services advisor in Roseville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Investment Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.